Instuitional Investor - Summit Trail Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Summit Trail Advisors, Llc |
Portfolio Value | $2,709,798,025 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Tr | 21,845,010 | $1,099,240,885 | 40.56% | |
2. | Vanguard Scottsdale Funds | 3,791,839 | $219,926,683 | 8.11% | |
3. | AVGO | 677,992 | $157,185,686 | 5.8% | |
4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 819,821 | $143,657,215 | 5.3% | |
5. | Ishares Tr - MSCI USA QLT FCT | 349,459 | $62,231,732 | 2.29% |